Anchor Capital Advisors’s MVB Financial MVBF Stock Holding History

Anchor Capital Advisors’s Portfolio MVBF Stock Details MVBF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-30,054	Closed	-$620K	–	274
2023 Q1	$620K	Buy	30,054 +710	+2%	+$16.5K	0.02%	205
2022 Q4	$646K	Buy	29,344 +8,055	+38%	+$197K	0.02%	206
2022 Q3	$592K	Sell	21,289 -8,721	-29%	-$280K	0.02%	206
2022 Q2	$934K	Sell	30,010 -38	-0.1%	-$1.43K	0.02%	180
2022 Q1	$1.25M	Sell	30,048 -370	-1%	-$14.8K	0.03%	175
2021 Q4	$1.26M	Sell	30,418 -1,002	-3%	-$42.3K	0.03%	165
2021 Q3	$1.35M	Buy	31,420 +7,185	+30%	+$293K	0.03%	162
2021 Q2	$1.03M	Buy	+24,235	New	+$989K	0.02%	178

Other funds holding MVBF

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

TCM

TimesSquare Capital Management New York $5.89B AUM 28.74% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

ECA

Endeavour Capital Advisors Greenwich, Connecticut $441M AUM 21.38% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BCM

Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Anchor Capital Advisors's MVBF Position: Q2 2023 in Review

Anchor Capital Advisors sold out of MVB Financial (MVBF) in Q2 2023, closing a stake of 30,054 shares — an estimated $620K sold.

Anchor Capital Advisors first reported a position in MVBF in Q2 2021 and held it in 8 quarters. The position peaked at $1.35M in Q3 2021. 68 funds tracked by Wall St. Rank hold MVBF as of Q2 2023.

Anchor Capital Advisors reported no remaining MVB Financial position as of Q2 2023 after selling out during the quarter.
Anchor Capital Advisors sold 30,054 MVB Financial shares in Q2 2023, an estimated $620K.
Anchor Capital Advisors first reported a position in MVB Financial in Q2 2021 and held it in 8 quarters.
Anchor Capital Advisors's MVB Financial position peaked at $1.35M in Q3 2021.
68 funds tracked by Wall St. Rank held MVB Financial as of Q2 2023.

Based on Anchor Capital Advisors's 13F filing for Q2 2023, filed 4 Aug 2023.